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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: David Willett who wrote (7679)3/11/1998 4:28:00 PM
From: Greg h2o  Read Replies (1) of 42804
 
RE:<<I think if I was an analyst, and I was impressed with MRVC's presentation, I may just sort of put MRVC on my radar screen and make a note to verify the inventory situation next month before making any firm recommendations. But I'm no analyst.>>

Dave, just finished reading the 32 page Gruntal&Co. report. It was glowing. As a matter of fact, almost too much so. Most analysts will at least throw in some caveats. Vivek Rao, the Gruntal analyst, made no effort to mention any negatives surrounding the company. He slipped in the lost relationships with Digital Equipment and Newbridge Networks and mentioned the increased inventories, but shrugged them off as being lower as this report goes to press.

That's just one analyst's opinion. I'd like to hear a little more about the pitfalls of this company before diving in. I've yet to get a call back from the company (I placed a call to IR yesterday). Typically, a company will get back to me within 24 hours. It's a little upsetting I haven't heard from them.
regards,
greg
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